/smg/ - stock market general

[Anonymous No.56554705]

Seconds for bobo please edition

>Risk management:
https://pastebin.com/sqJUcbjp

>Educational sites:
https://www.investopedia.com/
https://www.khanacademy.org/economics-finance-domain

>Live Bloomberg stream:
https://www.livenewsnow.com/american/bloomberg-television-business.html

>Brokers:
https://pastebin.com/F1yujtVq

>Stock market dictonary:
https://pastebin.com/VtnpN5iJ

>Pre-Market Data and Live data:
https://www.tradingview.com
https://www.finscreener.com/
https://www.investing.com/indices/indices-futures

>Screeners:
https://finviz.com/
https://www.tradingview.com/screener
https://etfdb.com/
https://finance.yahoo.com/

>Boomer Investing 101:
https://www.bogleheads.org/wiki/Getting_started

>Misc:
https://market24hclock.com/
https://tradingeconomics.com

Previous: >>56551289

[Anonymous No.56554717]

>the full effects of our tightening have yet to be felt
>continuing to reduce our securities holdings
>economic activity is well above expectations -- goes against goal of tightening
>labor demand still exceeds the supply of workers -- more layoffs
>inflation remains well above goal of 2%, with a LONG way to go
>longer term inflation remains well anchored -- said in a positive way and I have trouble parsing this, he liked 5.1% 20yr?
>restrictive stance of monetary policy is putting downward pressure on economic activity and inflation
>sustainably down to 2%, and remain restrictive until it is clear we are trending to that objective
>evidence of growth significantly above potential (muh giant green dildos) could warrant further tightening of policy
>additional policy firming may be appropriate but will be data driven
>reducing inflation is likely to require a period of below potential growth and softening labor market conditions
>we're not confident yet that policy is tight enough to achieve long term 2% objective
>we're attentive to increases in longer term yields above 2% which have contributed to a tightening of broader financial conditions since the summer -- ok this is probably the only signal I get that long term yields might be a little too spicy at >5%
>these tighter conditions could weigh on future rate decisions
>but these tighter conditions would need to be PERSISTENT
>not fluctuating back and forth
>"AND THAT REMAINS TO BE SEEN"!
>"THE LONGER TERM RATES THAT HAVE MOVED UP CAN'T SIMPLY BE A RESPONSE TO EXPECTED POLICY MOVES FROM US"!!
>"THAT IF WE DIDN'T FOLLOW THROUGH THEN THOSE RATES WOULD COME BACK DOWN" !!!
>"it does not appear that an expectation of higher near term rates is causing the increase in long term rates"!!!! -- he either read the situation wrong or has yellen setting him up for a hike
>bank failures in the spring were only worth 1/4 point in rates

and then minutes later Yellen reduced long dated bond sales, making those yields plummet

[Anonymous No.56554722]

[Anonymous No.56554723]

>>56554717
kek bobobaggies

[Anonymous No.56554724]

>>56554717
it's ogre

[Anonymous No.56554730]

REITsisters!

[Anonymous No.56554732]

>>56554717
Won't they have to sell more short dated bonds at even higher yields to make up the difference? Isn't this just making their interest payment problem even worse?

[Anonymous No.56554733]

>>56554717
I hope JPow challenges Yellen to one of those Klingon duels

[Anonymous No.56554739]

>>56554705
oil bros..

[Anonymous No.56554744]

>>56554739
It is pretty bad, I fully expect the Saudis to extend the cuts. Or get super pissed and just outright crush the U.S. producers (again). There is some 3-5 million barrels per day spare capacity or something like that, that isn't finding its way to market currently. And prices are still this low.

[Anonymous No.56554745]

>>56554730
Is she sitting provocatively or is this just my mind playing tricks on me.

[Anonymous No.56554750]

>futures

[Anonymous No.56554755]

>>56554750
More like presents.

[Anonymous No.56554757]

>>56554732
apparently its because of higher than expected tax receipts from expiring state disaster status

https://www.reuters.com/markets/us/us-treasury-borrow-776-billion-q4-2023-10-30/

but like, you have to assume they knew that was coming so I don't really get why its a surprise

[Anonymous No.56554770]

You guys ever feel like you're scouring over economic data and charts not to be a better trader but just to argue over the minutiae more effectively with strangers over the internet?

[Anonymous No.56554773]

>>56554664
>>56554752

are we looking at the same nowcast? https://www.clevelandfed.org/indicators-and-data/inflation-nowcasting

core CPI 0.34x12 = 4.08 for oct & nov

[Anonymous No.56554787]

>>56554773
you are looking at core CPI and not "inflation" wich is just CPI
I know as a bobo you want to choose looking at that instead but your number being shit is already PRICED IN

[Anonymous No.56554792]

uh bobo, are you ok?

[Anonymous No.56554796]

>>56554745
There is nothing provocative at all about a young girl in a t shirt and shorts, anon.

[Anonymous No.56554809]

>>56554773
I've done your calculatino for CPI so you can understand it all better

it's 0.145x12 = 1,74 % OOOOH CPI OOOOH INFLATION OOOOH PIVOT OOOOOOOOH

[Anonymous No.56554816]

Yields...

[Anonymous No.56554828]

>>56554627 #
Anon do not look at UNH, WMT, AFL, LIN

[Anonymous No.56554834]

>>56554773
>>56554809
You're both wrong. You're supposed to exponentiate because it compounds. Annualized inflation is 1.0034^12 = 1.0416, or 4.16% inflation.

[Anonymous No.56554835]

>>56554816
What a slutty looking yield curve. I don't know why, just something about how it bends over like that

[Anonymous No.56554847]

>>56554828
we are almost at all time high of course there would be other stocks like that. Are you saying WMT etc. is overvalued?

[Anonymous No.56554852]

>>56554847
Just saying there are other non tech stocks that are at all time highs / driving the market up.

[Anonymous No.56554860]

What do y’all think of LLAP

[Anonymous No.56554873]

>>56554835
And that curve over the 20y... hnnng

[Anonymous No.56554877]

>>56554852
I mean that if you have pricing power + alot of cash you are up because dollar goes up and no reason to sell if you are a fast grower and lose money you are down by alot. But with a pivot this should even out more

[Anonymous No.56554905]

>>56554834
1.0007^12 = 1.0084 or 0.84% disinflation
Am I doing this right?

[Anonymous No.56554910]

>>56554905
Partially, but the other anon is right that they look at core inflation, which is 4.16% annualized.

[Anonymous No.56554916]

>>56554910
yeah well because of greedy cooperations and bad capitalist pigs. They will learn next year during election.

[Anonymous No.56554946]

>>56554816
Just when I thought it would uninvert.

[Anonymous No.56554960]

I just keep investing in S&P 500 ETFs. You can't stop me. I will keep doing this and only this.

[Anonymous No.56554999]

>>56554834
welp thats it for me, time to open my veins and learn what exponential blood loss feels like

[Anonymous No.56555036]

is a market bullish because it is trending upward, or is it trending upward because the market is bullish?

[Anonymous No.56555061]

>>56555036
>stocks rally on stock market rally

[Anonymous No.56555086]

>>56554999
Checked. Can I have your stocks?

[Anonymous No.56555110]

My mom died. Hug your parents before it's too late.

[Anonymous No.56555134]

>>56555110
Sorry anon. Tough week for me too. Mom called yesterday to say my cousin died of apparent suicide. Problem there is it was kind of believable as he's an alcoholic and got divorced a couple years ago because of it, then had colon cancer and it was all a shambles. Today she calls back to say no police thought suicide at first but now they say no. Medical something, not intentional, autopsy pending to find out precise cause.
Hug your whole family.

[Anonymous No.56555151]

>>56554999
Poemanon, NO

[Anonymous No.56555217]

Oil will make one last run to 87 before it dumps to 69. NRGU will hit 419 dollars on Monday or tuesday, then it will climb again.

[Anonymous No.56555227]

are modular nuclear reactor and hydrogen related stocks good longer term investments? doesn't make much now but as those projects ramp up i'd think the stock price would jump.

[Anonymous No.56555246]

>"HAMAS could be here" he thought, "I've never been in this children's playground before. There could be HAMAS anywhere." The rancid fumes of smoldering babies' corpses covered in white phosphorus felt good against his large nostrils. "I HATE HAMAS" he thought. Hatikvah reverberated his entire merkava, making it pulsate even as the $9 arak circulated through his scrawny veins and washed away his (merited) fear of freedom fighting "terrorists" in an urban environment with no infantry support. "With a tank, you can kill how many child terrorists you want" he said to himself, out loud.

[Anonymous No.56555257]

>>56555110
RIP

[Anonymous No.56555299]

>>56555134
Condolences. Mom died from cancer as well. Once it got to her brain, things deteriorated fast. Spent the last few days in a coma. I wish I could call her up or or talk to her now, but she's gone. That's it.

>>56555217
Hopefully takes uranium miners back down off their high horses so we can buy more.

>>56555227
Service I'm on is recommending to get first tranche of FCEL right here and now. Charts are signalling bottom is in after plummet from 2021 high. There's SMR that got short attacked, but I wouldn't trade that personally, even though some people are taking positions hoping it will recover. You can take a look at LTBR. Everyone is waiting for the Oklo IPO.

[Anonymous No.56555302]

I did a 6.5x on the SOXL $18 0DTE today
I did a 5x on the ARKK $39 call
I did a 3x on the SPY 432 call

[Anonymous No.56555314]

>>56554744
And Guyana is ramping up 4-5 million barrel per day new production over the next 3 years outside of OPEC's whining. And their breakeven point is about $30 a barrel.

[Anonymous No.56555427]

>FDIC shuts down small banks in Iowa

Why does this shit always happen on weekends and never in the middle of the week???

[Anonymous No.56555436]

>>56555427
So the insiders can sell and avoid the market correction.

[Anonymous No.56555447]

>https://twitter.com/TheInsiderPaper/status/1720532663730135419

>(((deposit delays)))

Uuuuuhhhhmmmm bros, is it actually happening for real?

[Anonymous No.56555467]

Financial implications of a potential ransomware attack on Mr. Cooper?

[Anonymous No.56555473]

>>56555110
I know the feel, my mom died in May. She was only 50. You never know when they'll go. Praying for your family.

[Anonymous No.56555591]

TUP primed to squeeze next week

[Anonymous No.56555617]

>create a business
>rack in huge profits
>lie and say you've only made losses
>pay no taxes

where's the catch?

[Anonymous No.56555624]

>>56555617
You have to factor in 10% for the big guy

[Anonymous No.56555638]

>>56555110
sorry to hear that man. god bless

[Anonymous No.56555670]

>you buy stock
>you set stock dividends to rebuy stock
>enough people do this with top quality companies like MSFT AAPL JNJ PG XOM COST
>available shares go down like bitcoins

Wait SP500 goes up by infinite loop share buybacking and QE stock buying when too many people sell in a year or so?

[Anonymous No.56555681]

>>56555617
you really think the IRS didn't think of that, dumb fuck?

[Anonymous No.56555705]

so you're telling me
that yields falling from 5% to 4.5%
in one week
wasn't enough to save regional banks balance sheets
they are STILL blowing up
L M A O.
https://www.financialexpress.com/business/investing-abroad-citizens-bank-closed-the-federal-deposit-insurance-corporation-fdic-appointed-as-receiver-3296943/
>Citizens Bank becomes the fifth US bank to fail in 2023
>The two branches of Citizens Bank will reopen as branches of Iowa Trust & Savings Bank on Monday during normal business hours.
>The banking crisis continues in the US as another regional American bank shuts shop. The government has shut down Citizens Bank due to financial issues, allowing the Federal Deposit Insurance Corporation (FDIC) to take control without providing any public warning. FDIC issued a statement on November 3 stating the action taken on Citizens Bank.
>To protect depositors, the FDIC entered into a Purchase and Assumption Agreement with Iowa Trust & Savings Bank, Emmetsburg, Iowa, to assume all of the deposits of Citizens Bank.

[Anonymous No.56555768]

>>56555110
>>56555134
>>56555299
>>56555473
damn bros...not like this. please stay strong. my parents are getting quite old now as well. dad turned 70 this year, havent seen him in nearly 10 years as well. its hard...maybe someday we can find peace

[Anonymous No.56555788]

Bought some QQQ puts yesterday. Hitting that resistance. Goin' down.

[Anonymous No.56555843]

FNKO is going parabolic

[Anonymous No.56555854]

>>56554773
>>56554809
>x12
mathlets don't know how to compound

[Anonymous No.56555891]

>oil about to fall below $80/bbl
Oilbros.....

[Anonymous No.56555985]

>>56555427
>FDIC shuts down small banks in Iowa
What? They were all green on Friday.

[Anonymous No.56556008]

A.I. meme hype, check. Terrorist activity and ongoing bombs getting dropped in the Middle East, check. Government surveillance increasing, check. Based CEO, check. Positive cash flow, check. I’m thinking we’re back bros.

[Anonymous No.56556050]

>>56554739
>>56554744
>>56555314
too short-sighted. it's the end of the year, and oil is purchased on futures contracts. there's always a lull. heating oil delivered today was being purchased months ago.
we are still set up for outperformance for another 3-5 years.

[Anonymous No.56556064]

>>56556008
>meme hype
>Positive cash flow
Looks good, that's how Tesla scammed their way into the S&P 500 to achieve its oversized market cap.
>hype up the stock until the market cap is slightly larger than the smallest S&P 500 members
>cook the books in any way possible to post two consecutive quarters of profits
>you're in
>now all ETFs are forced to buy your stock

[Anonymous No.56556109]

>>56555843
>travere
Why?

[Anonymous No.56556128]

>>56556064
The amount of butt hurt from /smg/ over success is absurd.

[Anonymous No.56556139]

>>56556109
https://www.youtube.com/watch?v=mUftP9dKS-E

texas is the greatest state in the union, you should go there.

[Anonymous No.56556144]

>>56555891
Yeah it's going to fall to 79$ worst case, that's your downside because of the Biden put.

[Anonymous No.56556153]

>>56556139
*was
It's the new California now.

[Anonymous No.56556161]

>>56555436
Who are they selling to then?

[Anonymous No.56556167]

>>56556161
Dumb money.

[Anonymous No.56556168]

>>56555227
no.

[Anonymous No.56556170]

>>56555036
Markets are more like self correlating fractals than pure random walks.

[Anonymous No.56556177]

>>56555302
that's it? you risked a 95% chance of going 100-0 in a single day to only get a 6.5x return?

[Anonymous No.56556181]

>>56556170
That's always been true.

[Anonymous No.56556190]

>>56556064
>copium

[Anonymous No.56556191]

>>56556167
Dumb money is allowed to trade AH? So outsiders should be able to sell then.

[Anonymous No.56556198]

>>56555110
Im sorry. Hope you will be alright eventually

[Anonymous No.56556204]

>>56556191
Markets aren't open on weekends less liquidity.

[Anonymous No.56556216]

>>56555110
I'm happy I moved back to the town I grew up in and have dinner with my parents at least once a week. I'm watching their dogs right now.
Moving away is way overrated.

[Anonymous No.56556226]

Women owe me love.

[Anonymous No.56556248]

ALL ABOARD THE KORN FERRY!
KFY 'til I die (happy).

[Anonymous No.56556279]

Love my parents, they’re awesome and when they pass I’ll be devastated. Sorry for your loss anon

[Anonymous No.56556287]

>>56556248
here's a chart going back 20 years that shows you why I like Korn Ferry. it's not just a stupid name.

[Anonymous No.56556304]

>>56555110
Sorry for your loss, friend

[Anonymous No.56556338]

>>56554877
The dollar is going down, that's a big part of why stocks are up.

[Anonymous No.56556427]

>>56556109
2 reasons
JPM raised guidance. I’m a Shkreli fanboy

[Anonymous No.56556524]

>>56556427
>Shkreli
That dudes podcast is better than some actual finance/investment courses thaf people pay money for. I find myself taking notes from time to time on his videos.

[Anonymous No.56556541]

Relaxing saturday. Just sitting sipping some coffee. Just 3 days till my state's election day. I hope the current gov wins another term. He's done a good job plus a 10% pay hike depends on it.

[Anonymous No.56556557]

>>56556524
Travere Therapeutics (TVTX) was founded by him as a vehicle to price gouge AIDS bearing degenerates. This is why I am proud to own stock in Travere Therapeutics and will continue to buy it even if the share price goes down

[Anonymous No.56556567]

I just got $16.50 off on my WMT pickup order thanks to 3 $5 gift cards from MSFT for using Edge to search Bing and do the daily points clicking, plus a $1.50 cashback on one of the items I bought in the last pickup order. I think I will use those savings to buy more BOIL on the next little droop so I can be even less of a
NO
BOIL
NIGGER
.

[Anonymous No.56556580]

>>56555314
There is no way they are pulling oil out of the ground at $30 with current equipment cost right? Exxons legacy oil fields in Texas are barely lower than that. I find it difficult to believe there was that much low hanging fruit this late in the game but Guyana is has always been a shit hole so who knows

[Anonymous No.56556589]

>>56556557
Damn it's pretty much still on a massive discount

[Anonymous No.56556593]

>>56556580
That's what Exxon says it's costing them to pull the oil out
>Exxon, which holds a 45% stake in the Stabroek Block and is the operator, prioritized development of the block in late-2020 due to the Liza oilfield’s low breakeven price of $25 per barrel to $35 per barrel and high-quality light sweet crude oil
It's extremely cheap to pull out of the ground and it's extremely high quality, a double-win.
https://www.ft.com/content/46af09ca-90e2-4d96-b35d-4434ebd93750

[Anonymous No.56556609]

>>56554722
How likely is it that we will give up the entirety of the last two trading days exuberant pump and go to new lows next week?

[Anonymous No.56556617]

>>56554722
organic

[Anonymous No.56556626]

>>56556593
You’re telling me that Exxon thinks they can pull 5% of the global demand out of a single oil field at $30 that nobody has exploited for the past 20 years? I just find this really suspect. Yeah geo political risk could have changed but if it’s as good as they say I feel like the USG would have just sent in the marines. You can take over these countries with like 1,000 regular troops and light air support. Bush and Cheney would have done it

[Anonymous No.56556636]

>>56556589
Yeah I’m totally flat over the past month even with a 6% day on Friday.
Ironic investments like this and FNKO are way less stressful than my normal serious defensive value orientation. I don’t care if I lose money because it’s for laughs anyway. Allows me to ignore noise and volatility in a way buying SCHD does not.

[Anonymous No.56556640]

>pic rel
i fucking love skyline chili and no one can tell me otherwise. it may look like slop but fuck it's good.

[Anonymous No.56556642]

>>56556626
Darren Woods don't lie, motherfucker.

[Anonymous No.56556643]

>>56556626
Keep in mind that small region of the Caribbean has over 1/4th of all the oil currently known to exist. It's almost entirely untapped because it's lorded over by Venezuela which won't stop being retarded and getting sanctioned/seizing the assets of any corporation that builds infrastructure. The reason this offshore field has been left alone is because of geopolitical instability. Right this moment Venezuela is trying to claim that region of the oil field Guyana auctioned off to be developed actually belongs to them and wants to annex it/hold a referendum.

Unless you are trying to say Exxon and Chevron are dumping billions into Guyana's infrastructure as some sort of ponzi scheme for no particular reason.

[Anonymous No.56556673]

zoomers and big tech faggots ruined society. fuck san francisco and fuck the nasdaq. have a great weekend
https://www.youtube.com/watch?v=IgZY0frgysw

[Anonymous No.56556706]

>>56556673
He *almost* passes. Women ruined society before there was any such thing as zoomers or big tech.

[Anonymous No.56556724]

>>56554724
Median is $192k

[Anonymous No.56556751]

****REMINDER****
tomorrow is daylight savings end - clocks in USA will be set back 1 hour
in other words, market will open at what would be 8:30am - one hour earlier
every single year, for literally 5 years, I have watched EU fags miss this, despite me making this warning each year, every Monday after daylight savings we always get at least one EU fag
>Omg I didn't know about daylight savings!!
>Omg I had 0dte puts open that I needed to close at open!!
>Omg I'm ruined!!! FUCK!!!!
Lol. This is for you EU fags, remember daylight savings tomorrow

[Anonymous No.56556775]

>>56554816
Been tempting to load up on 30 year. no way are rates going to ever be higher than it is now.

[Anonymous No.56556800]

>>56555705
it's weekend /smg/, so I'll let it pass that nobody paid attention to this post
https://www.financialexpress.com/business/investing-abroad-citizens-bank-closed-the-federal-deposit-insurance-corporation-fdic-appointed-as-receiver-3296943/
>Citizens Bank becomes the fifth US bank to fail in 2023
>The two branches of Citizens Bank will reopen as branches of Iowa Trust & Savings Bank on Monday during normal business hours.
>The banking crisis continues in the US as another regional American bank shuts shop. The government has shut down Citizens Bank due to financial issues, allowing the Federal Deposit Insurance Corporation (FDIC) to take control without providing any public warning. FDIC issued a statement on November 3 stating the action taken on Citizens Bank.
>To protect depositors, the FDIC entered into a Purchase and Assumption Agreement with Iowa Trust & Savings Bank, Emmetsburg, Iowa, to assume all of the deposits of Citizens Bank.
Another bank failed on Friday after market close. Coincidentally, customers of WFC, BAC, JPM are all reporting issues with their finances - either that their deposits are delayed, they can't transfer, or other issues with their banking [some (unfounded) speculation that banks are getting hit by cyber attacks right now]
>why should I care about a small regional bank in Iowa going under?
because it shows that the issues in banking stress, regional banks, is still very, very much alive and real.

[Anonymous No.56556807]

>>56556800
Reminder:
https://www.telegraph.co.uk/business/2023/10/27/rising-wave-property-defaults-threatens-us-banks/
https://archive.is/GEZSA
>Office blocks purchased with debt remain half empty, 18 months after the end of the pandemic. Thousands of buildings will have to be torn down. Hundreds of regional banks are sitting on crippling losses that they yet to acknowledge.
>occupancy levels are still just 49pc of where they used to be
>America’s office stock has lost 40pc to 45pc of its pre-Covid value, or will have once market discovery exposes the damage already in the pipeline from two parallel shocks: shrinking rents and the most aggressive monetary tightening of modern times
>“We are starting to see distressed sales every day. Offices are selling for 50pc, 60pc or 70pc discounts. At these values the equity holders are wiped out, and lenders take a 30pc loss,”
>two-thirds of the leases have not yet come up for renegotiation. The full exodus has yet to happen.
>“We’re in the early innings. That’s the reality"
>$1 trillion of commercial property debt is coming due over the next year and a bit. The average fixed loan is 10 years so the debt maturing today was taken out in 2013 at around 3.5pc. It has to be refinanced at over 7.5pc
>The Fed has staunched the liquidity crisis since March with emergency lending but that buys only time. It does not tackle the deeper solvency crisis.
>“There are a lot of skeletons in the closet and I wouldn’t be surprised if another 200 small banks topple over. In fact, I fully expect another bank to fail at any time,” said Prof Van Nieuwerburgh.
>“If a couple of hundred banks get into trouble at the same time and there is another run on deposits, this could turn into a systemic crisis. There are some parallels with 2008"
"In fact, I fully expect another bank to fail at any time"
Well it looks like that happened :^)
>another 200 small banks topple over
this is next...

[Anonymous No.56556810]

>>56556751
>I have watched EU fags miss this, despite me making this warning each ye
Nice of you to warn them but theyre retards anyway. who even has money in europe to trade after taxes and such? what are their portfolios like 2k max?

[Anonymous No.56556812]

>>56556807
According to Biden's Numbers Biden's Economy is Bidenerific so I suggest you stop posting threats to Our Democracy.

[Anonymous No.56556815]

>>56556580
>>56556593
some fields just are that good (when they're new) but its a foreign country. they have to pay bribes as part of their well costs but don't have to include those in their calculation of breakeven for the field. how much interest does the local government "own" in the project?

[Anonymous No.56556817]

Is there any way to get lower interest rates than those offered against regular mortgages?
Seems weird that banks are so comfortable using houses as collateral given the huge expenses to sell real estate, but I can't get anywhere near mortgage interest rates when looking at regular collateralized loans.

[Anonymous No.56556820]

>>56554816
>long term yields started to fuck us because of the credit downgrade and japan/china dumping
>yellen's solution is to just sell less long term bonds
they do realize this is clearly not sustainable
right

[Anonymous No.56556823]

>>56554705
dank ass skyline chili

[Anonymous No.56556829]

>>56555110
my moms a cunt
ill hug my dad though

[Anonymous No.56556832]

>>56556820
absolutely
we either get fucked by the deficit widening huge, and the stresses that this will put on credit markets
OR
we get a sharp decrease in government spending, which gov't spending is unironically the only thing propping up the economy
lose either way.. markets fall (long term) either way when the chickens comes home to roost

[Anonymous No.56556837]

>>56555705
my USB went up like 8% this week lol
I think i may have timed the bottom again on
USB
WBA
C
VZ
i'd like to hold long term and sell at a 2x for each of those

[Anonymous No.56556845]

>landords are repainting the house front
guess I'll have to move soon, I can't afford another rent increase

[Anonymous No.56556868]

Austin tx had a weird law about buildings. Anyway they built skyscrapers and used them for residential living instead. People love it. Office building can be used for zoomers willing to rent until they die and pay huge premium for the city life. They already do. It’s prime real estate. And govt is bank rolling failing banks. Step in quietly. Print more dollar. Inflation go brrr. Same as it ever was

[Anonymous No.56556871]

>>56556832
Is there even any logic as to the breakdown on what types of bonds we sell

[Anonymous No.56556883]

>>56556800
>Citizens Financial Group, Inc. is one of the nation’s oldest and largest financial institutions, with $222.3 billion in assets as of June 30, 2022. Headquartered in Providence, Rhode Island,
dropped. irrelevant backwater

[Anonymous No.56556894]

>>56556868
My only question about doing this with large buildings is how are they going to treat bedbugs which have come back in vogue?

[Anonymous No.56556904]

>>56556894
Price them out like they do with any type of bug

[Anonymous No.56556976]

>>56556820
Japan and china haven’t really been selling based on the treasury data I looked at. Face value holdings are moving around a few %. Obviously they could be offloading the risk by selling futures and swaps to make things look kosher, but it’s been exaggerated in fringe media so far

[Anonymous No.56556996]

>>56556976
Well we've had a huge spike in long term yields this last month. So it's either the debt bubble finally catching up to us and so we're selling a shitload of securities which drives up supply and yields, or the credit hit was more important than popped realize

Which makes sense. If you're buying a 20/30 year bond then the credit rating is way more impactful

[Anonymous No.56557006]

They should just buy BOIL/KOLD/UNG low and sell BOIL/KOLD/UNG high. Sounds like they are
NO
BOIL
NIGGERS.

archive dot ph/6e2ka

[Anonymous No.56557029]

>>56556800
Wow it's nothing

[Anonymous No.56557051]

>>56557029
One... is nothing
Hundreds of regional banks failing.. is something
We have been warning you about regional banks balance sheets all being underwater. This is the first warning shot, since March
>BTFP will save us!!
We have had people parroting this since March.
Tell me anons, why couldn't BTFP save this small regional bank? HMmmmm?
More will fall with 100% inevitability

[Anonymous No.56557065]

>>56556868
Problem with turning office buildings into living quarters is that there's usually just one bathroom per floor. They're great for use as a school though.

[Anonymous No.56557069]

I bought SPY calls at close, how hard are we gonna pump Monday? Thinking we open at 440.

[Anonymous No.56557091]

>>56556810
Greetings from Germany, dumbass

[Anonymous No.56557095]

>>56557091
>Greetings from Germany

[Anonymous No.56557101]

>>56556800
there was something I read like last year or early this year about bank unrealized losses on treasuries and mortgages exceeding total sector market cap

[Anonymous No.56557118]

>>56557051
Bro stfu. Small banks fail all the time and this isn't even anywhere remotely close to 2008 shit. What's next? Bankers been committing suicide lately when the job has a high suicide to begin with? Fucking dumb doomer shit again. It amazes you dumb tucks make a mountain out of mole hill but are blind to the problems in other countries like Japan and China. Such dumb shit.

[Anonymous No.56557124]

>>56557101
You will get 100% of nominal value back on expiration, so as long as no bank run appears every bank should theoretically be fine, no matter how big the unrealised losses are

[Anonymous No.56557127]

>>56557101
>>56556800
Is there any wiki or article that breaks down the central bank regulations for what they are supposed to put their deposits into?

Because I know part of the reason regional banks are failing is that they aren't as regulated as the bigger ones. They are allowed to to invest in riskier assets to be "competitive" with the big banks but that's what fucks them

[Anonymous No.56557142]

>>56557124
hence why the fed is pausing rates, they want their investments to start to redeem
the problem is that really retarded regional banks went long on 10Y treasuries when rates were near 0

[Anonymous No.56557165]

>>56557091
>germany experiencing brain drain but this retard is still in Germany
That's how we know you are retarded and not even a good German because all the good Germans died in ww2 or left the country afterwards

[Anonymous No.56557167]

Guys, I checked TDA this morning and all my money is gone… wtf

[Anonymous No.56557179]

>>56557118
>blind to the problems in other countries like Japan and China
genuinely, what the absolute fuck are you talking about. this post feels like it was written by a US paid shill lmao.
we have been talking about BOJ / yen issues for MONTHS
we have been talking about Chinese economy, Chinese bond selling, Chinese commodities, Chinese exports collapsing for MONTHS
seriously, what the actual fuck are you talking about

[Anonymous No.56557192]

>>56557165
There's this funny video this dude on why America isn't the third world country millennials and Europeans like to pretend it is, and one of the points he makes is that the literal second anyone patents anything and becomes successful they move to America
>https://youtu.be/qn5RORP61KY?si=nT6ekM5jcudXJ8yj&t=1206

[Anonymous No.56557203]

>>56557127
https://www.federalreserve.gov/publications/dodd-frank-act-stress-test-publications.htm

[Anonymous No.56557204]

>>56556820
>yellen's solution is to just sell less long term bonds
selling longer term bonds now is probably even worse than not selling them at ZIRP. You really want the feds to pay 5% for 30 years? when they expect to cut it back down by 2025-2026?

[Anonymous No.56557215]

EOG turns up in the Fidelity GARP screener.

[Anonymous No.56557218]

>>56557179
>calls me US paid shill
Yeah on /smg/ of all places. Go kys

[Anonymous No.56557235]

>>56557204
it makes me confused as to why we didn't go longer when rates were near 0%
and the problem is if we get another 1970s/80s scenario where we wish we locked in 5% cause its now higher

[Anonymous No.56557239]

>>56557179
Look up annual us bank failures
We have actually had way fewer regional bank failures than normal this year because they all got preemptively saved by the Fed after SVB. Gross dollars of deposit failures is very high though lol

[Anonymous No.56557240]

>>56557192
It's true. I'm dual citizen swiss and I'd rather live here than back in Switzerland. Shit is boring in Switzerland and Europe in general. I might move back when I retire because at that point I don't mind every fucking day being the same and don't mind shooting the shit with people who sincerely believe their opinions even matter when they don't. I prefer talking to people actually doing with their lives instead of the mundaneness of just surviving and talking shit.

[Anonymous No.56557251]

>>56557192
You could make the same argument about the Bahamas lol. Also people chase proximate markers for things never the actual thing. People in foreign countries, especially engineers who will be middle class in the rest of the world, are going to go to America because it’s proof to the poor people they live with that they “made it”. Wealthy people in northern Italy never permanently move to the US

[Anonymous No.56557253]

>>56557235
I saw a good show on this recently and the explanation made sense. They were doing QE and stimulus at 0% to save the market, dumping treasuries and refinancing at 0 en masse would have been against that spirit and have crushed the market instead.

[Anonymous No.56557262]

>>56556524
>>56556427
Smg cost him $100,000 by blowing up his SIGA short and he bitched about it on livestream and had a mini meltdown
This was just after he got out into a halfway house

[Anonymous No.56557268]

>>56557239
Don't bother this mother fucker is a dumb fucking doomer and probably a Bobo that got burned. Notice how he freaks out when you bring up how the whole global economy is fake and gay. These retards bitch all day and night about how the US is fake and gay but ignore the fact the US and European are the most legit economies on the planet. I'd fucking have more faith that APPL would give me my money for a bond than a Chinese bond would in a fucking 100 years and Apple is a fucking company not even a despotic shit hole country.

[Anonymous No.56557273]

>>56557251
For example >>56557240 is chasing a proximate marker of virility which for the calm Swiss is the mindless frenetic action of the American upper middle class. Even in the USA there are relatively few places where this still exists because most people have corporate jobs now

[Anonymous No.56557279]

>>56557268
Nah SE Asia, Japan, and Germany probably are the only “real” economies. The US and UK are definitely the most fake countries

[Anonymous No.56557280]

>>56557262
Kek, classic Shkreli. He can bitch about us all he wants but we are his best and only audience because everyone hates him for being too autistic to be likeable.

[Anonymous No.56557292]

>>56557240
please kill yourself EU fag
you've been shitting up the thread all morning
your opinions are dog shit, in your words, they don't matter and you're just talking shit.
you're retarded.

[Anonymous No.56557293]

>>56557279
>SE Asia
>the literal bottom bitches of both the western and Eastern ponzi schemes
Kek

[Anonymous No.56557299]

>>56557292
Kek people are calling out your shitty doomer opinions and you are mad. It's OK I'll ignore your poorly informed view of the world. I recommend traveling some day when you can afford it so you sound less of a dumb ass on here.

[Anonymous No.56557301]

>>56557293
Yeah? They’re the ones producing the goods at this point. It’s going to be the biggest manufacturing region in the world this century

[Anonymous No.56557303]

>>56557235
>it makes me confused as to why we didn't go longer when rates were near 0%
it makes more sense when you realize yellen is actually retarded and not as bright as the media trys to shill her as.

[Anonymous No.56557305]

>>56557293
>looks at europe's demographics
I think the emerging markets are going to be fine

[Anonymous No.56557321]

>>56557301
Yeah until their economies develop more and their cheap labor gets more expensive and the manufacturing can gets kicked to another "up and developing" country with cheap labor slave labor. It's a tale as old as time.

[Anonymous No.56557324]

>>56556800
>>56556807
it's interesting, from what I remember of 06-08 lots of people could see the writing on the wall with the mortgage bubble but there was a lot of unwillingness between the market and govt to actually deal with the problem and clear it. Then it just gets passed around until it finally blows up spectacularly.

This time around it seems like, again, we can see a lot of the excess well ahead of time but institutions are actually dealing with it. Lots of tech bankruptcies, lots of very early tech layoffs (google, meta the past 2 years), small bank failures and it seems like the only one left is to deal with housing again.

I'm actually less bearish than I was this time last year because it kinda looks like we're actually dealing with problems instead of letting them fester--and importantly dealing with them slowly enough to not get a 50% crash. Short term crab, medium term bearish, long term bullish is where I'm settling.

[Anonymous No.56557328]

>>56557299
>people are calling out your shitty doomer opinions
Lmao. What is my opinion???
I linked 2 articles, one covering the bank failure, another article written by the telegraph.
>>56556800
>>56556807
I copy pasted with green text the text from the articles - THEIR opinions
literally it is the opinion of Prof Van Nieuwerburgh (I agree with him)
You're retarded.
You have just been screaming
>NO, NO NO NO NO NOO!!!
without providing any argument whatsoever - then act surprised when people call you a faggot
this is you:
https://youtu.be/W2Rdf0n_Lsg
You are the ass.

[Anonymous No.56557331]

>>56557303
But she is powerful girl boss anon. She has to be right and smart because otherwise it might make women look retarded

[Anonymous No.56557340]

>>56557321
You’re arguing with my point that SE Asia will have the best relative conomic outcome this century by saying that they are going to succeed and become middle class and go through the same process as everyone else?

[Anonymous No.56557342]

>>56557118
>>56557240
>there is no banking crisis
>is swiss
Didn't the 2nd largest bank in your country go under just a few months ago?

[Anonymous No.56557344]

>>56557293
also EU GDP is 65% services which is basically india tier

[Anonymous No.56557352]

>>56557340
People said the same shit about China and India. I don't see it happening until the drain of people leaving SE Asia going to China, Japan, South Korea, or the west stops.

[Anonymous No.56557359]

>>56557342
just sell the bank to another bank for pennies on the dollar bro problem solved crisis averted money made

[Anonymous No.56557364]

>>56557342
Holy shit you dumb fucks made such a huge deal out of credit swiss, they have been on the news in Switzerland for corruption since before I was born. No one in Switzerland is even surprised about the most corrupt and poorly managed bank collapsed. Fuck I had relatives that worked for them and they were constantly putting out fires for the upper executives of the company. It's about time it collapsed.

[Anonymous No.56557370]

What's your go to beer right now smg?

[Anonymous No.56557372]

>>56557352
>people said the same thing about the most impressive economic program in world history that went from subsistence ag to challenging the global superpower in two generations

[Anonymous No.56557376]

>>56557370
Nigga modelo because I’m too lazy to go to the big liquor store

[Anonymous No.56557385]

>>56557372
>challenging global superpowers
Yeah they said the same shit about Japan. We will see a decade from now where China still is.

[Anonymous No.56557397]

>>56557385
Japans military was run by its largest funder and customer

[Anonymous No.56557407]

>>56557397
And china's military is supposed to be better?

[Anonymous No.56557411]

>>56557091
>Sparkasse
How are you not getting raped by fees?

[Anonymous No.56557419]

>>56557407
It’s not literally controlled by the United States

[Anonymous No.56557428]

Are there actually people who think Monday will be red? We’re pumping to 450 without any pullback.

[Anonymous No.56557458]

>>56556820
Treasury propping up the long end is just easing monetary conditions and providing stimulus to the markets. Powell addressed a comment about the rise in long end yields doing the fed's job for them without the need for further rate hikes, conversely now that the long end yields are falling due to the treasury's actions they've raised the likelihood that the fed is going to need to raise rates again. I can't help but think that the treasury and fed aren't exactly working constructively here.

[Anonymous No.56557463]

My fridge was open a crack overnight
I think all of my food is now trash
I am financially ruined

[Anonymous No.56557466]

>>56557419
I don't know about that. When a crackhead in the US fucks up oil billionaires and party members go missing. When a crackhead in America can strong arm CCP party members because his dad is on the phone with him it kind of paints a different picture of power. It's funny because I have talked to ex Soviet Union Russians and they say the same thing about China that it looks impressive to an outsider just like the Soviet Union did during the space race but their real economy was laughable compared to the flashy ambitions of a few beurocrats.

[Anonymous No.56557478]

>>56557458
correct

[Anonymous No.56557512]

>>56557370
h2o

[Anonymous No.56557528]

>>56557411
Sparkasse is so fucking bad holy fuck I hope they go bankrupt.

[Anonymous No.56557539]

what is this slop? Chile?

[Anonymous No.56557573]

>>56556724
Yeah that's the joke

[Anonymous No.56557574]

>>56557539
yis

[Anonymous No.56557577]

>>56557370
whole milk or sparkling water

[Anonymous No.56557587]

>>56557577
carbonic acid tastes so bad in plain water I don't know how people tolerate it

[Anonymous No.56557630]

I wonder if FLPSX will go to shit without Joel Tillinghast (retiring). Are there any non niggers to fill his shoes?

[Anonymous No.56557698]

Eat shit you mil and zoomer whining faggot queers.

[Anonymous No.56557712]

Is selling puts a good strategy for consistent money?

[Anonymous No.56557717]

>>56557698
>hurt the most
Its not a competition...

certainly not a close one anyways, ami rite?
https://i.4cdn.org/wsg/1698566685955028.webm

[Anonymous No.56557729]

>>56557717
I'm a zoomer I feel like I'm doing just fine got out of college with a good engineering job. Besides inflation I'm doing alright.

[Anonymous No.56557746]

>>56557729
Based.

[Anonymous No.56557761]

>>56557717
Definitely not a competition, but the fags are going on and on like they are the ones who have gotten the shittiest end of the shit stick.

[Anonymous No.56557794]

>>56557729
I'm just shitposting, actually a millennial. Good on you though, These last couple years were a golden opportunity for people to get in/move up in the workforce and many just sat around whining.

[Anonymous No.56557853]

>>56557794
Yeah I see so damn many of my friends/acquaintances just sitting around pissing away time complaining at dead end jobs that ohhh the cards are stacked against our generation because boomers this that and the other... Well never be able to buy a house yada yada. So I just went to college got a master's got a six figure engineering job while they were complaining and now I can buy a house lol.

[Anonymous No.56557863]

Ok what the fuck is this chart

[Anonymous No.56557873]

PEOPLE DON'T THINK
IT BE OVER
BUT
IT
DO
oh, also niggers.

[Anonymous No.56557882]

redpill me on O

[Anonymous No.56557892]

>>56557528
Be careful what you wish for.

[Anonymous No.56557896]

>>56557863
Hottest shitcoin currently, the future is now old man

[Anonymous No.56557901]

>>56557458
>I can't help but think that the treasury and fed aren't exactly working constructively here.
>>56556820
>they do realize this is clearly not sustainable
>right

yellen is just trying to delay a recession until the election next year so the democrats don't get blamed for it

[Anonymous No.56557913]

>>56557882
REIT plays are hard to differentiate from bond plays. They look entirely the same. Might as well buy 30 year treasuries.

[Anonymous No.56557918]

>>56557913
Well, not entirely the same. I would argue REIT plays have substantially higher risks due to their tennants shitting their pants

[Anonymous No.56557935]

>futures

[Anonymous No.56557950]

>>56557882
Very undervalued and expanding during the high rates
However Cramer was just bullish on it so keep that in mind

I like it but I’m in something better. If not I may or may not be all in.

[Anonymous No.56557957]

>>56557913
>>56557918
>>56557950

thank you

[Anonymous No.56557959]

>>56557882
well you should have paid $41 the other day, and now you should probably wait a bit.
it won't kill you to buy now but i think this is just a bounce.
i paid $47 to open my position, and i'll be waiting.

[Anonymous No.56557960]

>>56557853
People are complaining that there is no point in doing more than getting by since you now need to be in the top 10% just to buy a small house. Even if you get “rich” you can’t influence or improve your community and there’s very little you can actually do with your money in the US at this point unless you completely opt out and go to Montana or Idaho which every boomer did making that unaffordable.

Nobody really gives that much of a fuck about housing on its own

[Anonymous No.56557963]

>>56557882
High PE multiplier on a commercial realestate REIT in downtown SF and NYC.
It's a good short opportunity. I've made money off puts already and am planning to load up on more later this month.

[Anonymous No.56557967]

https://twitter.com/zerohedge/status/1720429980935487995
>The much more accurate and less manipulated Household survey shows employment collapsed by 348K, the biggest drop since the Covid shutdown.
>It's almost certain the US is already in recession.
inb4 "Z0mg zerohedge!!!111one"
https://www.bls.gov/news.release/empsit.a.htm
>-348
it's literally what the data says.. there is no opinion.. it's just reporting the data anon..
https://www.forexlive.com/news/us-october-non-farm-payrolls-150k-vs-180k-expected-20231103/
>Household survey -348K vs +86K prior

[Anonymous No.56557970]

>>56557963
REITs are traded on funds from operations not earnings look at those yields/multiples and their debt terms you’ll get killed just looking at earnings

[Anonymous No.56557973]

>>56557957
You may want to take a look at ARES

[Anonymous No.56557989]

>>56557960
It’s just the Caesar quote about better being first in the alps than second in Rome

[Anonymous No.56557991]

>>56557963
Good luck with that anon…

[Anonymous No.56558002]

>>56557967
the sad part is the data is actually worse than even that.
The "Household Survey" is an utter joke and complete statistical farce. It is utterly biased to people who are comfortable enough to pick up their phone to random numbers, while also having time to sit through a gov employee asking them questions about their finances and work life. They still call house phones for fucks sake. Response rates are lower every survey, but our entire economic decision making apparatus bases much of what they do on these surveys.

[Anonymous No.56558024]

>>56558002
Nearly all surveys only call landlines. I had one for a while when I switched to a Linux (not Android) phone because my girlfriend was upset that phone calls never worked. I got about one or two servery calls every week. I never got them on a cell phone.

[Anonymous No.56558029]

>>56557970
I think that's a mindset for pricing that works when rates are extremely low and are expected to stay extremely low. You could probably just start looking for reits with high debt loads that need to refinance soon or have already refinanced at a higher rate and just short those. With shorting REITs you definitely need to have a longer time horizon than shorting stocks though.

[Anonymous No.56558036]

[Anonymous No.56558039]

>>56557957
you're thanking that guy for giving you shitty advice.
when a REIT sells a property (if they're net like realty is, or net-net, or triple-net) they try to recapture all the remaining rent on the leases. doing this locks in the lease value early. that's sort of like your "make whole" call in bond-land, so at least in that respect, they are bond-likes.
however, hello, mc fly, retard, there's a giant fucking physical building backing the on-book value of the asset. it's not a piece of liar's paper from the government or a shit-ass telecom. it has upkeep costs that you want your tenant to be responsible for (that's the net in net leasing). here's how some of the best deals pan out.

an owner-operator puts a building on their books at what they paid for it, 20-30 years ago. today its worth anywhere from 30% more to several times what they paid. they want to cash in, so they do a sell-leaseback with a net+ REIT.
the REIT negotiates them to cap rate they're happy with (their investors too). the company reports a smaller capital gain than if they simply sold the building at market, however! they stay in it and pay rent to the REIT.
the REIT makes money on the deal because in the end the lease payments will be more than what they paid (capitalization rate).
the owner-operator saves money on the deal, both because they get a capital infusion up front (which they convert into a return) and on top of that they usually get a better operating expense structure for that unit than they had when they were self-managed.

this has fucking nothing to do with bonds.

[Anonymous No.56558042]

Is this shit normal?

[Anonymous No.56558055]

>>56558042
>Zero context
>Time series graph with suddenly decreasing variance
>"Is this normal"
You tell me? It looks normally distributed.

[Anonymous No.56558057]

This rally will fail like all the others.

[Anonymous No.56558071]

>>56558039
thank you. this was probably the clearest explanation someone has provided on REITs.

[Anonymous No.56558073]

>>56558055
Good feedback
I think this version will clear it up, no??

[Anonymous No.56558075]

whats everyones thoughts on PLTR? the more i look into the company it seems like theyre on track to 10x in the next few years

[Anonymous No.56558086]

>>56558073
>version will clear it up,
How about a fucking title.

[Anonymous No.56558089]

>>56558086
It's just month return rates for various accounts I have

[Anonymous No.56558090]

>>56557882
Genuinely the best commercial real estate trust in the world. Possibly the only one you'd ever need to buy

[Anonymous No.56558101]

>>56558075
It sounds like bullshit that they'll have an easy time selling to retards in government.

[Anonymous No.56558108]

>>56558089
Ah ok.
So you moved to cash/treasuries in October too?

[Anonymous No.56558126]

>>56558108
Oh, no. The future projections are just a very very very averaged value based on past performance, so that's why the volatility drops to zero. It basically calculates to +1% per month (except for next fall where it thinks things will go negative again). If suddenly, I had a string of +20% months, then the projections would average up a bit higher. I could also do some work to factor in more volatility I guess, based on past volatility, but the spreadsheets are already way too complicated

[Anonymous No.56558139]

can someone explain the difference between cash from operations and revenue? It seems like they'd be the same

[Anonymous No.56558146]

>>56558126
1% monthly returns seems pretty aggressive.

[Anonymous No.56558147]

What calls should I buy on Monday?

[Anonymous No.56558154]

>>56558146
I am aggressive

[Anonymous No.56558158]

>>56558057
how are you getting that from this graph

[Anonymous No.56558163]

>>56558147
A DCA injection into shares of FCG to begin the long, slow path to sustainable wealth and healing of your NO NATGAS NIGGERism.

[Anonymous No.56558194]

>>56558002
>but our entire economic decision making apparatus bases much of what they do on these surveys
no they don't, any and all statistics are just post-hoc justification for their policy which has definite ends in mind

[Anonymous No.56558202]

>>56558139
To separate it from other income streams, revenue is a total

[Anonymous No.56558217]

>>56558002
>but our entire economic decision making apparatus bases much of what they do on these surveys.
Who needs surveys when you have the frozen food isle?

[Anonymous No.56558233]

>>56554705
sirs...

[Anonymous No.56558244]

>>56558217
Who needs grocery prices when they don't count?

[Anonymous No.56558248]

There is no way Monday will be red.

[Anonymous No.56558290]

There is no way Monday will be green

[Anonymous No.56558295]

>>56558139
cash from operations is basically ebitda

[Anonymous No.56558305]

There is no way Monday will be green or red

[Anonymous No.56558310]

>>56558217
Processed food prices have gone up *way* faster than produce. I still attribute this to "labor hoarding" which is arguably a consequence of asset hoarding. IE it's inflation working its way through the economy. Anything involving any amount of labor is going to have the effect multiplied though.

[Anonymous No.56558320]

>>56557882
They're a REIT so they're primarily an income play through the dividend. Unless you need income now that makes them a value play with extra steps.

The good is they've been around a long time and survived the 08 recession and the 2020 micro-recession without cutting their dividend. Their main business is leasing real estate to basic consumer stores like dollar stores, grocery stores, etc. that are hard to replace with online retail and aren't likely to go bankrupt during a recession. Many leases leave the tenant responsible for utilities, repairs, etc. which gives them few liabilities. These suggest a stable company with good management and a strong portfolio of assets.

The bad is they don't have amazing growth prospects. Being the dominant player in defensive consumer real estate means they're starting to invest in different kinds of properties, like the Bellagio in Vegas. Not the kind of asset you'd expect a recession-proof income or value company to buy.

Their expansion is also fueled by equity and debt since as a REIT they're required by law to distribute 90% or more of earnings to shareholders. When interest was 0% they expanded rapidly using debt, but with a 5% fed rate now they're raising funds primarily by issuing new shares which is driving share prices down. For example that's how they plan to acquire SRC which is why their share price dropped 10% the other day.

It seems like a fair price right now is $40-$50. It could be a good deal on total returns if you expect interest rates to level off or go down soon. For income if you pay $50/share the yield is 6.25% vs. 5.3% on the 1 year bond. Whether that extra premium is worth the exposure to share dilution and real estate ownership (with both their downsides and upsides) is up to you.

[Anonymous No.56558362]

>>56558194
>any and all statistics are just post-hoc justification for their policy which has definite ends in mind
i kinda wish you were right, but i really don't think these people are actually smart enough to plan that far ahead. The people in charge of gov, corps, banks etc. are just nepo babies who've been pampered their entire lives.
they are completely out of touch with anyone not in the club, which is why you see so much kvetching about how "great" the economy is is despite what pretty much every normal person declaring it shit. They can't understand why their data is useless, and thus refuse to back away from the models and analysis economists have been using for decades.

[Anonymous No.56558378]

continued entire O-rganic shilling

why would anyone buy a commercial reit when the full effects of covid and rates have yet to be felt

[Anonymous No.56558379]

>>56558320
The big thing O has going for them that other reits like MAA don't is that they are actually buying up all the competition. They are slowly becoming the only commercial reit.

Also they are slowly expanding overseas. There is a metric ass ton of undervalued stores for them to buy

[Anonymous No.56558388]

Why does anyone genuinely believe shill on /biz/
There's like a hundred posters here, maybe a thousand if you're that delusional

[Anonymous No.56558421]

>>56557882
ABR or RITHM is a better play
MPW if you are brave
look for high yeilding ones that have low PE

[Anonymous No.56558438]

>>56558421
>7.75% yield with pe of 13

[Anonymous No.56558439]

>>56558388
>Why does anyone genuinely believe shill on /biz/
as in government agents sitting a PC shitposting on /biz/? no
but do corporates/governments use massive botting operations to manufacture consensus? almost certainly, here, on reddit/twitter any other social media.
unles you really think Eglin air force base is the largest poster on 4chan naturally.

[Anonymous No.56558447]

>>56558388
Lol. How naive are you? They are everywhere, on every single forum, every single social media, EVERYWHERE on the internet. Not only paid, actual humans, but chatbot farms, false consensus farms. And only does the US gov't (and all foreign governments) run these programs, any hedge fund with more than let's say $50B AUM is also playing these same games and manipulating social interactions online - if they are able to increase their returns by doing so, increase the amount of IV premium that people are overpaying for the options they want to sell, it pads their bottom line
You are extremely, extremely naive if you are not aware of this dynamic and reality of the internet in 2023

[Anonymous No.56558465]

>>56555299
good to know, i'm planning to change (online) brokerages this weekend so i'll buy a few shares first thing monday.
>>56556800
>>56556807
wells fargo will fall

[Anonymous No.56558467]

>>56558439
>Eglin air force base is the largest poster on 4chan
Citation needed.

[Anonymous No.56558483]

>>56558439
They also scrape a lot of boards. I've taken advantage of this to pump my own positions with subtle shilling on /g/.

[Anonymous No.56558486]

>>56558421
>MPW if you are brave
fuck no dont buy MPW

>Short – Medical Properties Trust, Inc. (MPW): As part of the approval process in California for Prospect Medical’s restructuring transaction, they had to file as a condition the full restructuring agreement; disclosed $190 million of unpaid rent and interest; this is a preposterously high number; MPW did not disclose this last year; the numbers don’t lie; MPW remains a short

>Earnings are nonsense, and the metrics are meaningless; burning cash at a staggering rate; MPW remains a short

[Anonymous No.56558485]

>>56558388
There are definitely glowies on biz. One slipped up on smg and dox’d himself a long time ago.
I can assure you that 20% of 4chan’s current posters are Israeli agents desperate to obscure information about the war, and that many of them leak into other parts.

Also, Jewish glowies know 4chan is a place of antisemitism, so they attempt to make it “miserable” with hostile or retarded posts under hobby related threads, like /v/ and /tv/.

[Anonymous No.56558490]

>>56558465
Kind of fucking pissed this other bank couldn't wait a week. I was waiting until the 15th to buy more WFC puts.

[Anonymous No.56558497]

red or green on Monday, call it

[Anonymous No.56558498]

>>56558388
how do you do fellow /smg/ger!

[Anonymous No.56558502]

>>56558497
Who cares what happens on Monday. I think it will be green but don't really know.
EOW will likely be slightly red.

[Anonymous No.56558503]

>>56558497
Green

[Anonymous No.56558506]

>>56558497
red obviously, we had two overly exuberant green days in a row. there is no way they can keep this insane momentum up next week without giving some of that up or fading it entirely

[Anonymous No.56558514]

>>56558506
The consumer is resilient.

[Anonymous No.56558556]

costco was fucking packed today, hot dogs still 1.50 too

[Anonymous No.56558568]

VICI is where the RE it's at, niggers.

[Anonymous No.56558581]

>>56558497
I cast the runes and they point to most likely a crab.

[Anonymous No.56558582]

>>56558514
>resilient
*retarded

[Anonymous No.56558618]

>>56558556
>costco was fucking packed today
What exactly does this mean? People trying to frontrun inflation? I feel like it's a little late for that, you should have picked up an extra jar of peanuts and spam every grocery trip two years ago like I was doing.
I now have an incredible nut collection and am 100% inflation resistant.

[Anonymous No.56558624]

>>56558581
BRK.B and O reporting on monday, the most promising for some fun.

[Anonymous No.56558632]

>>56558581
I kind of wish I were holding affirm. I didn't really understand exactly how the debt traps the poors go for work until last week.

[Anonymous No.56558651]

>>56558497
crab that will end as red

[Anonymous No.56558658]

>>56558556
>mfw food court is closed for construction
feels bad man, can't get my churro

[Anonymous No.56558668]

>>56558421
I also like ABR but it's a different kind of asset. They do bridging loans so they're more involved in financing real estate construction rather than leasing real estate.

[Anonymous No.56558677]

>>56558497
the market needs liquidity, don't forget to do your part next week!

[Anonymous No.56558687]

>>56558497
>What's the most you ever lost on an options play?
Sir?
>The most. You ever lost. On an options play.
I'm not approved to buy those. I couldn't say.
>Calls.
Calls?
>Yes.
For what?
>Just buy calls.
Well, we need to know what we're buying calls for here.
>You need to buy calls. I can't pick them for you. It wouldn't be fair.
I don't have no margin.
>Yes, you do. You've been on margin your whole life, you just didn't know it. You know what date is on this contract?
No.
>2023. It's been traveling two years to get here. And now it's here. And it's either ITM or OTM. And you have to buy one of the strikes. Call it.
Look, I need to know what I stand to win.
>Everything.
How's that?
>You stand to win everything. Call it.
Alright. 434 then.
>Well done.
>Don't sell it in the market.
Sir?
>Don't sell it in the market. It's your lucky option.
Where do you want me to sell it?
>Exercise it in your portfolio. Where it won't get mixed in with the others and become just a call. Which it is.

[Anonymous No.56558802]

SPY will end year at 470.

[Anonymous No.56558830]

>>56557165
The only thing experiencing brain drain is you
>>56557240
Youre about as swiss as my dog, nigger.
Sprichst du überhaupt Schweizerdeutsch?

[Anonymous No.56558850]

>>56558802
No, 300.

[Anonymous No.56558861]

>>56557411
I dont pay much fees at Sparkasse. Bank account costs nothing. The only thing I dont get is interest on my deposit. Other wise its fine.

[Anonymous No.56558863]

>Jamie Dimon selling his stock for the first time ever

Uhhh what does this mean

[Anonymous No.56558871]

>>56557344
>hurr hurr manufacturing is bad

[Anonymous No.56558891]

>>56558618
that they are making money and popular, its a Lynch investing pattern

[Anonymous No.56558900]

>>56558863
hes pretty close to dying so prob not much. giving his kids some im sure.

[Anonymous No.56558917]

>>56558900
>age 67
Lmao.
Dimon has been warning for years what is coming. Who knows better, has access to privileged information on the risks to credit, stock, bond, real estate, all markets, than Dimon?
He is the head of the snake. But even the head of the snake prioritizes himself first.

[Anonymous No.56558925]

>>56558917
>age 67
he also had cancer recently.

[Anonymous No.56558936]

Capitalism

[Anonymous No.56558971]

>>56558556
i saw an article about charlie munger saying how costco is smart because they open stores in rich areas, compared to walmart who opens stores in mostly rural/poorer areas

[Anonymous No.56559001]

>>56558039
The physical building is the whole problem
>nothing to do with bonds
REITS shitting themselves has everything to do with interest rates

[Anonymous No.56559115]

Jasmine rice is cooking. It will smell of popcorn in here shortly.

[Anonymous No.56559135]

>>56558618
dude holy shit, I finished school like 5 years ago and I had this vision that the first thing you do as an adult is get a costco card. I had fond memories of going there as a child and during school I wasn't about to pay the annual admission fee.

It was one of the worst shopping experiences of my life, and that was 5 years ago. I've only heard its gotten worse, more crowded, and I see it from its parking lot as I drive by. People wait like half an hour to get the fucking gas at costco. People are fucking insane and I don't understand the grift.

[Anonymous No.56559161]

>>56559135
You just need to go during the week (east assuming remote work). Still have samples out and not crowded. I do all my shopping at Costco, their house brand stuff is very good.

[Anonymous No.56559199]

>>56559115
>not using brown rice for slow carbs

[Anonymous No.56559207]

>>56559115
god i wish i was a cute little girl in a maid outfit

[Anonymous No.56559213]

>>56559207
I would like to hire one for light cleaning and constantly shooting me smug looks.

[Anonymous No.56559252]

Should I all in on SPY 2025 200P?

[Anonymous No.56559257]

>>56559207
>>56559213
life is so unbelievably unfair

[Anonymous No.56559282]

>>56558624
BRK will be alright, O will probably not be great. buying both anyway.

[Anonymous No.56559284]

>>56558388
>Why does anyone genuinely believe shill on /biz/
>There's like a hundred posters here, maybe a thousand if you're that delusional
you act like it takes some kind of highly expensive setup to shill on every forum everywhere all the time. This shit is automated. Get with the times grandpa

[Anonymous No.56559289]

Hello my smiggers.

Should I buy puts on Spy on Monday or what

[Anonymous No.56559294]

>>56559289
Forgot pic. Considering selling puts on JNUG as well.

[Anonymous No.56559300]

>>56559252
Good luck cashing them in when the options market gets shut down "to protect retail investors"

[Anonymous No.56559307]

>>56559294
holy shit, women are disgusting

[Anonymous No.56559341]

>>56558320
>issuing new shares which is driving share prices down. For example that's how they plan to acquire SRC which is why their share price dropped 10% the other day.
buyers always drop in M&A, it's called transaction or acquisition risk. and they're giving those shares to SRC holders to keep the deal accretive. they will not have any new credit issues, they get a load of highly desireable industrials, and there's even tenant overlap so that it will be beneficial to those tenants.
the fed then announced a continued pause -- hikes are toast now. it's a real estate bottom. O wins.

[Anonymous No.56559345]

>>56559342
>>56559342

>>56559342

THREADED

[Anonymous No.56559429]

>>56558830
Ja, du Vollidiot. Du weißt dass wir noch drei weitere Hauptsprachen haben, Blödmann. Ich hätte Italienisch, Französisch oder Romanisch sprechen können. Natürlich bist du ein typischer Deutscher der nur an sich selbst denkt.

Ich würde dich fragen warum du immer noch in Deutschland lebst aber die Antwort darauf kennen wir beide schon, Blödmann. Wieder ein Deutscher der vorgibt ein Klugscheißer zu sein, es wird nie alt.

[Anonymous No.56559671]

Can we get a real bake...

[Anonymous No.56561003]

>>56559429
Thats not swiss-german. Thats english run through google translate into high-german. Also dont think there are many swiss that can speak all four of their languages.
Stupid CIA larp